| 2024 | Hoag Memorial Hospital Presbyterian | 990 | Board Member | 2 | $0 | $0 | View return |
| 2024 | Wells Family Charitable Foundation | 990PF | President | 2 | $0 | - | View return |
| 2024 | Ueberroth Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2024 | Environment Now | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2023 | Hoag Clinic Inc. | 990 | Board Member (Eff. 11/23) | 2 | $0 | $0 | View return |
| 2023 | Hoag Memorial Hospital Presbyterian | 990 | Board Member | 2 | $0 | $0 | View return |
| 2023 | Wells Family Charitable Foundation | 990PF | President | 0 | $0 | - | View return |
| 2023 | Environment Now | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2023 | Ueberroth Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2023 | Hoag Memorial Hospital Presbyterian | 990 | Board Member | 2 | $0 | $0 | View return |
| 2022 | Ueberroth Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2022 | Environment Now | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2022 | Hoag Memorial Hospital Presbyterian | 990 | Board Member | 2 | $0 | $0 | View return |
| 2022 | Wells Family Charitable Foundation | 990PF | President | 0 | $0 | - | View return |
| 2021 | Ueberroth Family Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2021 | Hoag Memorial Hospital Presbyterian | 990 | Board Member | 2 | $0 | $0 | View return |
| 2021 | Environment Now | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2021 | Wells Family Charitable Foundation | 990PF | President | 0 | $0 | - | View return |
| 2020 | Wells Family Charitable Foundation | 990PF | Secretary | 0 | $0 | - | View return |
| 2020 | Hoag Memorial Hospital Presbyterian | 990 | Board Member/Board Member Hoi | 2 | $0 | $0 | View return |
| 2020 | Environment Now | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2020 | St. Margaret of Scotland Episcopal School | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Environment Now | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2019 | Wells Family Charitable Foundation | 990PF | Secretary | 0 | $0 | - | View return |
| 2019 | Hoag Memorial Hospital Presbyterian | 990 | Board Member | 2 | $0 | $0 | View return |
| 2019 | St. Margaret of Scotland Episcopal School | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Hoag Memorial Hospital Presbyterian | 990 | Board Member | 2 | $0 | $0 | View return |
| 2018 | Wells Family Charitable Foundation | 990PF | Secretary | 0 | $0 | - | View return |
| 2018 | Environment Now | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2018 | St. Margaret of Scotland Episcopal School | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Wells Family Charitable Foundation | 990PF | Secretary | 0 | $0 | - | View return |
| 2017 | Environment Now | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2017 | St. Margaret of Scotland Episcopal School | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Wells Family Charitable Foundation | 990PF | Secretary | 0 | $0 | - | View return |
| 2016 | Environment Now | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2015 | Wells Family Charitable Foundation | 990PF | Secretary | 0 | $0 | - | View return |
| 2015 | Environment Now | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2015 | Occf Supporting Organization | 990 | Board Member (Thru 9/23/15) | 1 | $0 | $0 | View return |
| 2014 | Environment Now | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2014 | Orange County Community Foundation | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2014 | Occf Supporting Organization | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | St. Margaret of Scotland Episcopal School | 990 | Vice President | 1 | $0 | $0 | View return |
| 2013 | Occf Supporting Organization | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Orange County Community Foundation | 990 | Board Member | 0.5 | $0 | $0 | View return |